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EFOR

Everforth Inc

297 hedge funds and large institutions have $3.81B invested in Everforth Inc in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 85 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

6% more funds holding

Funds holding: 281297 (+16)

0.03% more ownership

Funds ownership: 94.05%94.09% (+0.03%)

17% less capital invested

Capital invested by funds: $4.59B → $3.81B (-$773M)

18% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 104

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $4.11M

Holders
297
Holders Change
+16
Holders Change %
+5.69%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
58
Increased
85
Reduced
104
Closed
37
Calls
$1.91M
Puts
$4.11M
Net Calls
-$2.19M
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$425K -$128K -1,338 -22%
PAS
177
Point72 Asia (Singapore)
Singapore
$424K +$460K +4,812 New
BJL
178
Brighton Jones LLC
Washington
$421K +$457K +4,780 New
HWM
179
Hohimer Wealth Management
Washington
$415K -$4.39K -46 -1%
AG
180
Algert Global
California
$413K -$4.12M -43,086 -90%
CGH
181
Crossmark Global Holdings
Texas
$407K -$42.1K -441 -9%
IIM
182
INTECH Investment Management
Florida
$405K +$439K +4,595 New
RCM
183
Radnor Capital Management
Pennsylvania
$397K
SRL
184
Scientech Research LLC
New Jersey
$396K +$429K +4,495 New
RJFSA
185
Raymond James Financial Services Advisors
Florida
$396K +$8.88K +93 +2%
CC
186
Centiva Capital
New York
$375K +$406K +4,252 New
CIM
187
Cambria Investment Management
California
$372K +$403K +4,220 New
SSA
188
Schonfeld Strategic Advisors
New York
$366K +$87.7K +918 +28%
CL
189
Choreo LLC
Illinois
$357K +$393K +4,110 New
AI
190
Atria Investments
North Carolina
$351K +$381K +3,985 New
Capstone Investment Advisors
191
Capstone Investment Advisors
New York
$349K -$57K -597 -13%
SPA
192
Sherbrooke Park Advisers
New York
$342K +$370K +3,876 New
Bank of Nova Scotia
193
Bank of Nova Scotia
Ontario, Canada
$341K +$369K +3,862 New
AIM
194
Aigen Investment Management
New York
$336K +$364K +3,810 New
KI
195
Kapitalo Investimentos
Brazil
$334K +$362K +3,788 New
LA
196
Lindenwold Advisors
Pennsylvania
$332K -$10.7K -112 -3%
SAM
197
Securian Asset Management
Minnesota
$323K -$21.3K -223 -6%
VI
198
Vestcor Inc
New Brunswick, Canada
$318K
TSS
199
Two Sigma Securities
New York
$316K +$343K +3,588 New
MM
200
MQS Management
New York
$309K +$335K +3,509 New

EFOR Hedge Fund Activity: Q2 2024 in Review

297 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Everforth Inc (EFOR) for Q2 2024, worth a combined $3.81B — down 17% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new EFOR positions and 37 closed out — a net gain of 21 holders — while 85 added to existing stakes and 104 trimmed.

The largest buyer was Macquarie Group, adding an estimated $69.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $83.1M.

  • 297 institutional investors held Everforth Inc (EFOR) as of Q2 2024, up from 281 in Q1 2024.
  • Funds reported $3.81B of Everforth Inc stock for Q2 2024, down 17% quarter-over-quarter.
  • 58 funds opened new Everforth Inc positions in Q2 2024 and 37 closed out, a net change of +21 holders.
  • The largest Everforth Inc buyer in Q2 2024 was Macquarie Group, an estimated $69.4M added.
  • The largest Everforth Inc seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2024.